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Southern Co

SO
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000092122

In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q3 2023

Institutional positions in Southern Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,713
+6 vs. Q2 2023
Shares held
692.9M
+4.23M (+0.6%) vs. Q2 2023
Total value
$44.9B
−$3.52B (−7.3%) vs. Q2 2023
New holders
124
657 more added
Sold out
118
660 more reduced

21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 1,713 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ3 2023: $44.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2023.

Institutions holding SO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CRA Financial Services, LLC0$00.00%−2,950−100.0%Sold out
Old Mission Investment Co LLC0$00.00%−2,950−100.0%Sold out
Abacus Planning Group, Inc.0$00.00%−2,944−100.0%Sold out
Harvey Investment Co LLC0$00.00%−2,926−100.0%Sold out
Chickasaw Capital Management LLC0$00.00%−2,932−100.0%Sold out
Alpha Omega Wealth Management LLC0$00.00%−2,932−100.0%Sold out
Univest Financial Corp0$00.00%−2,926−100.0%Sold out
Stordahl Capital Management, Inc.0$00.00%−2,914−100.0%Sold out
Wilkins Investment Counsel Inc0$00.00%−2,900−100.0%Sold out
High Falls Advisors, Inc0$00.00%−2,893−100.0%Sold out
Nova R Wealth, Inc.0$00.00%−2,889−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−2,888−100.0%Sold out
Retirement Planning Group0$00.00%−2,863−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−2,903−100.0%Sold out
Apella Capital, LLC0$00.00%−2,847−100.0%Sold out
CVA Family Office, LLC0$00.00%−2,343−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,226−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−1,978−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−1,890−100.0%Sold out
Options Solutions, LLC0$00.00%−1,434−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,424−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−1,273−100.0%Sold out
New England Asset Management Inc0$00.00%−1,000−100.0%Sold out
Worth Asset Management, LLC0$00.00%−641−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−300−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−224−100.0%Sold out
Safeguard Financial, LLC0$00.00%−208−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−85−100.0%Sold out
Disciplined Investments, LLC0$00.00%−39−100.0%Sold out
Ridgewood Investments LLC0$00.00%−35−100.0%Sold out
25 LLC0$00.00%−17−100.0%Sold out
Pictet Asset Management SA––––Not filed
Signature Wealth Management Group––––Not filed
Tiaa, FSB––––Not filed
EA Series Trust––––Not filed
McMillion Capital Management Inc––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
First National Bank of South Miami––––Not filed
Lumature Wealth Partners, LLC––––Not filed
BFT Financial Group, LLC––––Not filed
Financial Architects, Inc––––Not filed
Ascension Asset Management LLC––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Vigilant Capital Management, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Piershale Financial Group, Inc.––––Not filed